Group 1 - The media sector has experienced a significant resurgence at the beginning of 2026, driven by the strong catalyst of the GEO (Generative Engine Optimization) concept, with the media industry index rising by 21.29% in just half a month, making it the top-performing sector in the market [1][3] - The surge in the media sector has led to a "talent war" among sell-side research firms, with several brokerages, including Dongwu Securities, Guosheng Securities, and Everbright Securities, actively recruiting analysts to fill the research gap and capitalize on the new market opportunities [2][3] - The "New Yi Zhong Tian" combination, consisting of Yidian Tianxia, Zhongwen Online, and Tianlong Group, has seen each of its stocks rise by over 40% within the first half of January, with Yidian Tianxia's stock price even doubling [3] Group 2 - The recruitment trend in the media research field began as early as December 2025, with CICC announcing the hiring of media analysts focused on sub-sectors like online gaming and marketing advertising [6][7] - High-profile analysts such as Liu Xin and Yao Lei have recently switched firms, indicating a notable increase in talent mobility within the media sector, which is closely tied to the improving market conditions [7][9] - The media industry has historically faced challenges, ranking at the bottom in performance for several years, but has seen a turnaround starting in 2023, with a significant increase in investor interest and market performance [8][9]

Group 1 - The media sector has experienced a significant resurgence in early 2026, driven by the strong catalyst of the Generative Engine Optimization (GEO) concept, with the media industry index rising by 21.29% in just half a month, making it the top-performing sector in the market [1][2] - The surge in the media sector has led to a "talent war" among brokerage firms, with companies like Dongwu Securities, Guosheng Securities, and Everbright Securities actively recruiting analysts to capitalize on the growing market interest [2][7] - The "New Yi Zhong Tian" combination, consisting of Yidian Tianxia, Zhongwen Online, and Tianlong Group, has seen stock price increases exceeding 40% within the first half of January, with Yidian Tianxia's stock price even doubling [2][8] Group 2 - Dongwu Securities announced plans to recruit analysts specializing in media internet, telecommunications, and overseas technology, led by renowned analyst Zhang Liangwei, who has received multiple accolades for his research [3][6] - The recruitment trend began in late 2025, with major firms like CICC posting job openings for media analysts focused on sub-sectors such as online gaming and advertising [6][7] - High-profile analyst movements have been noted, including Liu Xin joining Tianfeng Securities and Yao Lei moving to Huachuang Securities, reflecting the industry's changing dynamics and the increasing demand for experienced analysts [7][8] Group 3 - The media industry has faced a challenging decade, with significant downturns from 2015 to 2022, but has seen a turnaround starting in 2023, with a notable increase in investment interest due to advancements in AI technology [7][8] - Analysts are now expected to possess a keen sensitivity to technological developments and market trends, solid research capabilities on industry fundamentals, and a refined ability to identify quality investment targets [8]